Workflows | PageProof Help Center

A guide on workflow roles

Here’s an explanation of all the different roles that you can have on a proof using a workflow (reviewer, mandatory, gatekeeper)

Written by Sammy
Updated over a week ago

Setting all or one mandatory/gatekeeper decision is required

When multiple mandatories or gatekeepers are in the proof’s workflow, you can set whether all decisions are required, or just one.

Written by Gemma
Updated over a week ago

Creating a workflow template

You can create a workflow template in 2 different areas of PageProof. Here’s how.

Written by Shana
Updated over a week ago

Sharing a workflow template

Once you have created a workflow template, you can share the template with others so they can use it when creating proofs too.

Written by Larissa Devereaux
Updated over a week ago

Favorite a workflow template

Favorite workflows for quick access when setting up proofs

Written by Gemma
Updated over a week ago

Start a proof at a certain step of the workflow

A proof can start partway through the workflow if you like.

Written by Shana
Updated over a week ago

Deleting and duplicating a workflow template

Read on to know how to manage your workflow templates effectively.

Written by Shana
Updated over a week ago

Adding a reviewer to an older proof version

Do you have new reviewers who need to access previous versions as well? Here’s how.

Written by Shana
Updated over a week ago

Proof owner

Explaining the role of an owner

What can an owner of the proof do? What makes this role important?

Written by Shana
Updated over a week ago

Skipping mandatory/gatekeeper reviewers

You can skip all mandatory and gatekeeper reviewers in a workflow step – all at once, with one click.

Written by Shana
Updated over a week ago

Passing your proof to another owner

If you aren’t sure who needs to review and approve your proof, assign an owner who does know.

Written by Gemma
Updated over a week ago

Approving the proof on behalf of the approver

As the proof owner, you may need to approve the proof on behalf of the approver.

Written by Gemma
Updated over a week ago

Reverting the to-do list

If you have sent the proof owner a to-do list and you now want to add more to-dos, ask the proof owner to revert the to-do list.

Written by Larissa Devereaux
Updated over a week ago

Stop the workflow and upload a new version

As a proof owner, if you need to upload a new version when the proof is still in progress, you can.

Written by Anna Blackwell
Updated over a week ago

Approver

Explaining the role of the approver

What can an approver in the proof’s workflow do? What makes this role important?

Written by Shana
Updated over a week ago

Approving a proof

The final approver can give final sign-off on the proof.

Written by Anna Blackwell
Updated over a week ago

Returning a to-do list

As a gatekeeper or approver, if you’d like changes to be made to the proof you need to return a to-do list to the proof owner.

Written by Sammy
Updated over a week ago

Approve button pushed too quickly? No worries.

Occasionally, after the approver clicks approve they might spot a change to be made – you might want to withdraw the approval, and you can.

Written by Gemma
Updated over a week ago

Reviewers

Mandatory reviewers

Do you have key stakeholders who must look at the proof? Make their review mandatory in the proof’s workflow.

Written by Larissa Devereaux
Updated over a week ago

Assigning the inviter permission for a reviewer

As the proof owner, you can allow a reviewer to invite others to review the proof.

Written by Larissa Devereaux
Updated over a week ago

Gatekeeper

Explaining the role of the gatekeeper

What can a gatekeeper in the proof’s workflow do? Who should be made a gatekeeper?

Written by Shana
Updated over a week ago

Gatekeeper: When to lock the proof

When a gatekeeper opens the proof, PageProof will ask if they want to lock it. So what does it mean to lock the proof as a gatekeeper?

Written by Larissa Devereaux
Updated over a week ago

Editor

Explaining the role of the editor

What can an editor of the proof do? What makes this role important?

Written by Shana
Updated over a week ago

How an editor can assign a new version to an owner to send

Don’t want the editor to send out new proof versions? Here are instructions on how the editor can pass the new proof version to the owner.

Written by Shana
Updated over a week ago

Assigning a to-do list to an editor

After a to-do list has been returned to the proof owner, an editor can be assign to action the to-dos. The editor can upload a new version.

Written by Gemma
Updated over a week ago